By Jennifer Senzick
Marketing Associate
[email protected]
We’re excited to introduce Ashley Lin, our Client Services Associate—a familiar face behind the scenes who helps make sure the many moving pieces of client service come together—and take a moment to help you get to know her a little better. From client service to a career journey filled with some unexpected turns, get to know Ashley Lin and the role she plays at Franklin Retirement Solutions.
What’s your role here, and what does a typical day look like for you?
I’m a Client Services Associate at Franklin Retirement Solutions. I support our advisors and clients by handling account paperwork, transfers, distributions, DocuSigns, and follow-ups. I also complete a daily Alerts Report, where I record and track client account transactions.
How long have you been with the company, and what originally drew you here?
I joined Franklin Retirement Solutions on August 11, 2025, so I’ve been with the company for a little over a year. I was drawn to the opportunity to grow in the financial services industry and learn more about retirement and financial planning.
What do you enjoy most about your work?
I really enjoy the detail-oriented part of my job and working with numbers. It feels good when everything is organized and completed correctly. I also enjoy learning new things, especially from attending Peter’s weekly meetings, where I’ve gained a lot of new knowledge about financial planning and the industry.
How does your role support our clients/team/company mission?
I help make sure things get done correctly and on time for our clients. I support our manager John and advisors by taking care of the day-to-day paperwork, transfers, and follow-ups, which helps keep everything organized and running smoothly for the whole team.
What’s something your coworkers might be surprised to learn about you?
My coworkers might be surprised to learn that I used to be a pediatric nurse in Taiwan for about seven years. After moving to the U.S., I worked in the fashion industry in NYC for six years before eventually getting into the financial industry. I’ve definitely had a few different careers!
How do you like to spend your time outside of work?
Outside of work, I love spending time with my son, Liam, and my boyfriend, Vincent, especially when we can get outside and enjoy an adventure together. I also love going to the gym, hiking, and spending time in the woods. One day, I’d love to have a house tucked away in the middle of the woods! I also enjoy archery, a hobby I definitely need to get back into.
Coffee, tea, or something else entirely?
Coffee to start the day, but when the workday is over… a good cocktail might win!
What do you enjoy most about working with this team?
I love that everyone here is easygoing and we can joke around and have a good laugh, but at the same time everyone is so knowledgeable. Since day one, everyone has been super friendly and always willing to help when I have questions. It’s a really nice team to work with!
How would you describe our company culture in three words?
Supportive, fun, and welcoming
What advice would you give to a new employee just starting out?
Don’t be afraid to ask questions! Everyone here is always willing to help. There’s a lot to learn in the beginning, so just take it one day at a time, stay organized, and you’ll get the hang of it!
If you could instantly master one skill, what would it be?
Remembering everything after reading it once, so I can pass my Enrolled Agent exam NOW!
Favorite way to unwind after a long day?
A good workout or a walk in the woods.
If your workday had a theme song, what would it be?
Under Pressure – paperwork, transfers, and all!